# Invesco Holding Company (Us), INC. 401(k) Plan
Source: https://planprovider.pro/companies/invesco-holding-company-us-inc-401k-plan

> Invesco Holding Company (Us), INC.'s 401(k) plan: 3,148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Invesco Holding Company (Us), INC.

- **Sponsor EIN:** 582287224

- **Sponsor Address:** 1331 SPRING STREET NW, ATLANTA, GA, 30309

- **Plan Type:** 401(k)

- **Total Participants:** 3,148

- **Total Assets:** $2.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,148|$2.0B|$38.4M|$51.9M|

| 2023|3,216|$1.8B|$34.3M|$51.3M|

| 2022|3,323|$1.6B|$49.1M|$47.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRICEWATERHOUSECOOPERS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSECOOPERS](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$151,260|—|—|—|—|

| 2023|$158,647|—|—|—|—|

| 2022|$164,263|—|—|—|$50|

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